Eversource Energy
ES- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000072741
In the last 90 days, Eversource Energy insiders filed 0 open-market purchases and 1 sale; 1,127 institutions reported holding it in 13F filings for Q2 2026, worth $23.5B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q3 2021
Institutional positions in Eversource Energy as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 762
- 0 vs. Q2 2021
- Shares held
- 271.9M
- +6.48M (+2.4%) vs. Q2 2021
- Total value
- $22.2B
- +$937.7M (+4.4%) vs. Q2 2021
- New holders
- 64
- 275 more added
- Sold out
- 64
- 250 more reduced
13 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ES on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,127 | $23.5B |
| Q1 2026 | 1,069 | $21.7B |
| Q4 2025 | 1,031 | $21.4B |
| Q3 2025 | 992 | $22.6B |
| Q2 2025 | 935 | $19.8B |
| Q1 2025 | 890 | $18.9B |
| Q4 2024 | 876 | $17.5B |
| Q3 2024 | 871 | $20.2B |
| Q2 2024 | 818 | $16.4B |
| Q1 2024 | 817 | $17.0B |
| Q4 2023 | 821 | $17.2B |
| Q3 2023 | 806 | $16.3B |
| Q2 2023 | 855 | $19.9B |
| Q1 2023 | 867 | $21.6B |
| Q4 2022 | 874 | $23.2B |
| Q3 2022 | 832 | $21.4B |
| Q2 2022 | 854 | $23.0B |
| Q1 2022 | 851 | $23.7B |
| Q4 2021 | 814 | $25.0B |
| Q3 2021 | 762 | $22.2B |
| Q2 2021 | 775 | $21.5B |
| Q1 2021 | 789 | $23.3B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Miracle Mile Advisors, LLC | 2,755 | $225.0K | 0.01% | 00.0% | Unchanged |
| Adviser Investments LLC | 2,807 | $230.0K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 2,823 | $231.0K | 0.01% | +2,823 | New |
| SeaCrest Wealth Management, LLC | 2,862 | $234.0K | 0.03% | −20−0.7% | Reduced |
| Great Valley Advisor Group, Inc. | 2,888 | $236.0K | 0.02% | −1,097−27.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,889 | $236.0K | 0.08% | +10.0% | Added |
| Mondrian Investment Partners LTD | 2,890 | $236.0K | 0.00% | +2,890 | New |
| Coastal Capital Group, Inc. | 2,906 | $238.0K | 0.06% | −976−25.1% | Reduced |
| First American Trust, FSB | 2,932 | $240.0K | 0.04% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 2,933 | $240.0K | 0.05% | +20+0.7% | Added |
| Beaton Management Co. Inc. | 2,953 | $241.0K | 0.16% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,959 | $242.0K | 0.06% | −135−4.4% | Reduced |
| Colony Group LLC | 2,960 | $242.0K | 0.00% | +12+0.4% | Added |
| Mainstay Capital Management LLC | 2,958 | $242.0K | 0.14% | +2,958 | New |
| Woodstock Corp | 2,986 | $244.0K | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,014 | $246.0K | 0.03% | +81+2.8% | Added |
| Abacus Wealth Partners, LLC | 3,031 | $247.8K | 0.09% | −54−1.8% | Reduced |
| Center for Financial Planning, Inc. | 3,047 | $249.0K | 0.06% | 00.0% | Unchanged |
| Cadence Wealth Management LLC | 3,042 | $249.0K | 0.28% | 00.0% | Unchanged |
| Albion Financial Group | 3,092 | $253.0K | 0.02% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 3,151 | $258.0K | 0.09% | +3,151 | New |
| Sculati Wealth Management, LLC | 3,162 | $259.0K | 0.14% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 3,178 | $260.0K | 0.03% | −258−7.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,192 | $261.0K | 0.01% | −22−0.7% | Reduced |
| Freedman Financial Associates, Inc. | 3,189 | $261.0K | 0.19% | 00.0% | Unchanged |
| CSM Advisors, LLC | 3,195 | $261.0K | 0.02% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 3,195 | $261.0K | 0.05% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 3,208 | $262.0K | 0.00% | −173−5.1% | Reduced |
| Federated Hermes, Inc. | 3,205 | $262.0K | 0.00% | −74−2.3% | Reduced |
| CIBC World Markets Inc. | 3,205 | $262.0K | 0.00% | +291+10.0% | Added |
| Sentry Investment Management LLC | 3,211 | $263.0K | 0.08% | −469−12.7% | Reduced |
| Calton & Associates, Inc. | 3,230 | $264.0K | 0.06% | −1,032−24.2% | Reduced |
| Johnson Midwest Financial, LLC | 3,223 | $264.0K | 0.22% | 00.0% | Unchanged |
| Veriti Management LLC | 3,236 | $265.0K | 0.04% | −1,069−24.8% | Reduced |
| Private Capital Group, LLC | 3,237 | $265.0K | 0.06% | +111+3.6% | Added |
| Smithfield Trust Co | 3,255 | $266.0K | 0.02% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 3,090 | $266.0K | 0.02% | +126+4.3% | Added |
| Brown Advisory Inc | 3,265 | $267.0K | 0.00% | −3,351−50.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,267 | $267.0K | 0.02% | +32+1.0% | Added |
| Tokio Marine Asset Management Co Ltd | 3,284 | $268.0K | 0.02% | +723+28.2% | Added |
| Glenview Trust Co | 3,305 | $270.0K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,328 | $272.0K | 0.02% | +123+3.8% | Added |
| Coastal Bridge Advisors, LLC | 3,335 | $273.0K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,347 | $274.0K | 0.04% | +345+11.5% | Added |
| Bessemer Group Inc | 3,389 | $277.0K | 0.00% | −840−19.9% | Reduced |
| Means Investment Co., Inc. | 3,384 | $277.0K | 0.05% | +9+0.3% | Added |
| HM Payson & Co | 3,417 | $279.0K | 0.01% | −100−2.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 3,413 | $279.0K | 0.05% | −4−0.1% | Reduced |
| Zacks Investment Management | 3,433 | $281.0K | 0.00% | −3,824−52.7% | Reduced |
| Cozad Asset Management Inc | 3,431 | $281.0K | 0.04% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,307 | $285.0K | 0.04% | −117−3.4% | Reduced |
| Wilkins Investment Counsel Inc | 3,500 | $286.0K | 0.07% | 00.0% | Unchanged |
| Tower Bridge Advisors | 3,502 | $286.3K | 0.02% | 00.0% | Unchanged |
| Conning Inc. | 3,512 | $287.0K | 0.01% | −610−14.8% | Reduced |
| Signaturefd, LLC | 3,522 | $288.0K | 0.01% | +719+25.7% | Added |
| Berkshire Asset Management LLC | 3,576 | $292.0K | 0.02% | +578+19.3% | Added |
| Cresset Asset Management, LLC | 3,589 | $293.0K | 0.00% | +873+32.1% | Added |
| MAI Capital Management | 3,607 | $295.0K | 0.01% | −6−0.2% | Reduced |
| Polar Asset Management Partners Inc. | 3,622 | $296.0K | 0.00% | −2,252−38.3% | Reduced |
| IFP Advisors, Inc | 3,626 | $296.0K | 0.01% | −872−19.4% | Reduced |
| Lazard Asset Management LLC | 3,696 | $301.0K | 0.00% | −3,456−48.3% | Reduced |
| Geneos Wealth Management Inc. | 3,685 | $301.0K | 0.01% | +141+4.0% | Added |
| Sandy Spring Bank | 3,709 | $303.0K | 0.02% | −93−2.4% | Reduced |
| Financial Counselors Inc | 3,723 | $304.0K | 0.01% | −260−6.5% | Reduced |
| CAPROCK Group, Inc. | 3,714 | $304.0K | 0.03% | +559+17.7% | Added |
| Telemus Capital, LLC | 3,753 | $307.0K | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,757 | $307.0K | 0.01% | +537+16.7% | Added |
| Acima Private Wealth, LLC | 3,800 | $311.0K | 0.14% | 00.0% | Unchanged |
| Minot Wealth Management LLC | 3,819 | $312.0K | 0.07% | −17−0.4% | Reduced |
| Lincoln National Corp | 3,826 | $313.0K | 0.01% | −11−0.3% | Reduced |
| Snowden Capital Advisors LLC | 3,837 | $313.7K | 0.02% | +329+9.4% | Added |
| Apella Capital, LLC | 3,897 | $319.0K | 0.05% | −7−0.2% | Reduced |
| Aspire Private Capital, LLC | 3,933 | $322.0K | 0.11% | −134−3.3% | Reduced |
| United Capital Financial Advisers, LLC | 4,008 | $328.0K | 0.00% | +4,008 | New |
| FC Advisory LLC | 4,028 | $329.0K | 0.15% | +38+1.0% | Added |
| Centre Asset Management, LLC | 3,687 | $331.0K | 0.17% | 00.0% | Unchanged |
| Hemington Wealth Management | 4,108 | $336.0K | 0.12% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 4,000 | $339.0K | 0.02% | 00.0% | Unchanged |
| Destination Wealth Management | 4,166 | $341.0K | 0.01% | +31+0.7% | Added |
| Grace & White Inc | 4,200 | $343.0K | 0.07% | 00.0% | Unchanged |
| Empirical Finance, LLC | 4,231 | $346.0K | 0.05% | +246+6.2% | Added |
| Quantamental Technologies LLC | 4,255 | $348.0K | 0.23% | +4,255 | New |
| Altavista Wealth Management, Inc. | 4,307 | $352.0K | 0.08% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 4,330 | $354.0K | 0.02% | +4,330 | New |
| Parsons Capital Management Inc | 4,341 | $355.0K | 0.03% | −56−1.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,361 | $357.0K | 0.05% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,367 | $357.0K | 0.03% | +434+11.0% | Added |
| Mid Atlantic Financial Management Inc | 4,382 | $358.0K | 0.02% | −31−0.7% | Reduced |
| Greenleaf Trust | 4,386 | $359.0K | 0.00% | −136−3.0% | Reduced |
| Parallel Advisors, LLC | 4,418 | $361.0K | 0.01% | +256+6.2% | Added |
| Berkshire Bank | 4,448 | $363.0K | 0.09% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 4,455 | $364.0K | 0.15% | −2,141−32.5% | Reduced |
| Hurlow Wealth Management Group, Inc. | 4,481 | $366.0K | 0.22% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 4,516 | $369.0K | 0.01% | +1,352+42.7% | Added |
| Clifford Swan Investment Counsel LLC | 4,381 | $371.0K | 0.01% | −124−2.8% | Reduced |
| Avantax Advisory Services, Inc. | 4,568 | $376.0K | 0.01% | +77+1.7% | Added |
| FineMark National Bank & Trust | 4,626 | $378.0K | 0.02% | +130+2.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,630 | $379.0K | 0.01% | −6,856−59.7% | Reduced |
| Checchi Capital Advisers, LLC | 4,665 | $381.0K | 0.05% | +80+1.7% | Added |
| Raymond James Trust N.A. | 4,685 | $383.0K | 0.01% | +159+3.5% | Added |